LA
DFSV

Lindenwold Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Lindenwold Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.24M Buy
70,465
+24,023
+52% +$751K 1.06% 29
2025
Q2 		$1.37M Buy
46,442
+20,885
+82% +$578K 0.71% 42
2025
Q1 		$719K Buy
+25,557
New +$773K 0.4% 54

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Lindenwold Advisors's DFSV Position: Q3 2025 in Review

Lindenwold Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 52% in Q3 2025, buying an estimated $751K and bringing the position to 70,465 shares worth $2.24M. The position accounts for 1.06% of the portfolio, ranked #29.

Lindenwold Advisors first reported a position in DFSV in Q1 2025 and has held it in 3 quarters since. 461 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

  • Lindenwold Advisors held 70,465 shares of Dimensional US Small Cap Value ETF worth $2.24M as of Q3 2025.
  • Lindenwold Advisors bought 24,023 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $751K.
  • Dimensional US Small Cap Value ETF made up 1.06% of Lindenwold Advisors's portfolio in Q3 2025, its #29 holding.
  • Lindenwold Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 461 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.